Find a Financial Advisor in Redondo Beach, CA

 

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We did the hard work of finding trustworthy partners in Redondo Beach, CA.

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We Only Work With The Best Redondo Beach Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Redondo Beach, CA


  • Financial Advisor Close to Redondo Beach, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Redondo Beach, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Redondo Beach, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Redondo Beach financial advisors.
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How Retirement-Friendly is Redondo Beach, CA?

  • Population: 67,423
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $944,400
  • Average Monthly Housing Cost: $2,292
  • Average Household Income: $149,636
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Redondo Beach, CA

 

BERYL CAPITAL MANAGEMENT, LLC

Website

(917) 523-6383

1611 S. Catalina Avenue
Suite 309
Redondo Beach, CA 90277

SEC#: 801-110252
Years in Business: 4 years

NAVIGOE, LLC

Website

(888) 596-4636

417 Beryl Street

Redondo Beach, CA 90277

SEC#: 801-78471
Years in Business: 8 years

SAYE CAPITAL MANAGEMENT, LP

Website

(424) 257-3228

225 Avenue I
Suite 205
Redondo Beach, CA 90277

SEC#: 801-74318
Years in Business: 9 years

ROSENWALD CAPITAL MANAGEMENT, INC.

Website

(310) 318-9000

121 West Torrance Blvd.,
Suite 100
Redondo Beach, CA 90277

SEC#: 801-112520
Years in Business: 3 years

CAPITAL MARKETS IQ, LLC

Website

(310) 622-3000

1801 S. Catalina Blvd
Suite 305
Redondo Beach, CA 90277

SEC#: 801-69992
Years in Business: 12 years

CAPITAL MARKETS IQ, LLC

Website

(310) 722-7975

217 Via Buena Ventura

Redondo Beach, CA 90277

SEC#: 801-69992
Years in Business: 12 years

DALTON INVESTMENTS LLC

Website

(310) 318-9000

Pier Plaza
121 W Torrance Blvd, Suite 100
Redondo Beach, CA 90277

SEC#: 801-56572
Years in Business: 22 years

CAPITAL MARKETS IQ, LLC

Website

(310) 722-7975

217 Via Buena Ventura

Redondo Beach, CA 90277

SEC#: 801-69992
Years in Business: 12 years

BCG SECURITIES, INC.

Website

(310) 540-6303

113-B South Prospect Ave.

Redondo Beach, CA 90277

SEC#: 801-56943
Years in Business: 21 years

 


Redondo Beach, CA Financial Advisor FAQs

Begin with the important questions to establish the advisor's philosophy for you, then ask questions that are applicable to your situation. Ask about their credentials and experience.
Get recommendations from families and friends who've had working relations with financial advisors before.
Some financial advisors charge an hourly rate, rather than by the project or some other metric like assets under management.
A financial advisor helps you plan for the future. Financial advisors help people to prepare for retirement, save for emergencies, manage risk exposure, purchase insurance, and determine which investment strategy best fits their individual needs.